Obermeyer Wood Investment Counsel, Lllp Incresed Positions in Q4 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
72.2K
+ 1359.25%
$338.75 - $399.71 $24.5M - $28.9M
77.6K $26.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
420K
+ 80.24%
$50.62 - $50.97 $21.3M - $21.4M
943K $47.8M
GOOG
Alphabet Inc.

Communication Services
5.89K
+ 1.46%
$163.08 - $198.16 $961K - $1.17M
409K $77.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.63K
+ 7.14%
$521.84 - $558.82 $5.02M - $5.38M
144K $77.8M
ASML
Asml Holding Nv

Technology
15K
+ 47.32%
$658.43 - $872.27 $9.89M - $13.1M
46.8K $32.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30.5K
+ 3.72%
N/A
851K $73.1M
TXN
Texas Instruments Inc

Technology
9.84K
+ 8.61%
N/A
124K $24.2M
V
Visa Inc.

Financial Services
2.62K
+ 12.14%
$273.87 - $320.91 $717K - $840K
24.2K $7.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.72K
+ 5.0%
$481.22 - $538.17 $827K - $925K
36.1K $18.4M
GOOGL
Alphabet Inc.

Communication Services
2.09K
+ 5.74%
$161.86 - $196.66 $338K - $411K
38.5K $7.28M
SPGI
S&P Global Inc.

Financial Services
2.2K
+ 150.51%
$480.36 - $529.17 $1.06M - $1.17M
3.67K $1.83M
VTI
Vanguard Total Stock Market Et

ETFs
1.38K
+ 1.39%
$280.04 - $302.45 $388K - $419K
101K $29.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.8K
+ 12.97%
$77.86 - $79.27 $1M - $1.02M
112K $8.73M
ACN
Accenture PLC

Technology
1.66K
+ 25.15%
$343.9 - $376.86 $571K - $626K
8.26K $2.91M
DIS
Walt Disney CO

Communication Services
3.5K
+ 29.86%
$92.39 - $117.6 $324K - $412K
15.2K $1.7M
ARCC
Ares Capital Corp

Financial Services
18.9K
+ 12.11%
$20.74 - $22.27 $392K - $421K
175K $3.83M
OWL
Blue Owl Capital Inc.

Financial Services
1.46K
+ 1.11%
$19.51 - $24.81 $28.4K - $36.1K
133K $3.09M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.56%
$664750.0 - $724132.5 $665K - $724K
19 $12.9M
WFC
Wells Fargo & Company

Financial Services
4.1K
+ 29.8%
$54.98 - $77.35 $226K - $317K
17.9K $1.26M
ABBV
Abb Vie Inc.

Healthcare
4.49K
+ 24.01%
$164.99 - $203.87 $741K - $916K
23.2K $4.12M
USB
Us Bancorp \De\

Financial Services
8.48K
+ 186.5%
$43.98 - $53.66 $373K - $455K
13K $623K
UBER
Uber Technologies, Inc

Technology
7.61K
+ 245.99%
$59.93 - $86.34 $456K - $657K
10.7K $645K
EMR
Emerson Electric CO

Industrials
2.25K
+ 38.43%
$108.13 - $134.33 $244K - $303K
8.12K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
300
+ 12.12%
$873.59 - $994.69 $262K - $298K
2.78K $2.54M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.12K
+ 61.56%
$103.6 - $112.52 $323K - $351K
8.19K $858K
DE
Deere & CO

Industrials
172
+ 0.55%
$389.45 - $466.0 $67K - $80.2K
31.3K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 0.41%
$567.81 - $607.81 $31.2K - $33.4K
13.5K $7.89M
CTVA
Corteva, Inc.

Basic Materials
4.29K
+ 15.77%
$55.21 - $64.13 $237K - $275K
31.5K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 4.27%
$213.65 - $479.86 $11.1K - $25K
1.27K $512K
CSCO
Cisco Systems, Inc.

Technology
2.45K
+ 30.72%
$52.45 - $60.02 $129K - $147K
10.4K $617K
IOO
Ishares Tr Global 100 ETF

ETFs
1.82K
+ 89.47%
$97.46 - $103.45 $177K - $188K
3.85K $388K
MO
Altria Group, Inc.

Consumer Defensive
3.14K
+ 64.79%
$49.06 - $57.74 $154K - $181K
7.98K $417K
SHOP
Shopify Inc.

Technology
377
+ 7.65%
$78.14 - $119.49 $29.5K - $45K
5.31K $564K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.35K
+ 18.92%
$44.2 - $49.46 $148K - $165K
21K $962K
NFLX
Netflix Inc

Communication Services
32
+ 4.86%
$687.65 - $936.56 $22K - $30K
691 $615K
VUG
Vanguard Growth ETF

ETFs
306
+ 35.05%
$378.79 - $428.11 $116K - $131K
1.18K $483K
IAU
Ishares Gold Trust

ETFs
2.9K
+ 68.55%
$48.37 - $52.65 $140K - $153K
7.13K $353K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.66K
+ 29.74%
$75.95 - $88.05 $278K - $323K
16K $1.22M
MPLX
Mplx LP

Energy
24
+ 0.08%
$43.77 - $51.66 $1.05K - $1.24K
29.7K $1.42M
IBM
International Business Machines Corp

Technology
446
+ 41.45%
$204.9 - $238.04 $91.4K - $106K
1.52K $334K
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 1.49%
$570.51 - $610.59 $38.8K - $41.5K
4.63K $2.72M
NOW
Service Now, Inc.

Technology
41
+ 13.71%
$867.18 - $1148.42 $35.6K - $47.1K
340 $360K
TRV
Travelers Companies, Inc.

Financial Services
333
+ 32.87%
$225.97 - $266.66 $75.2K - $88.8K
1.35K $324K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
763
+ 4.33%
$126.68 - $134.74 $96.7K - $103K
18.4K $2.35M
EQIX
Equinix Inc

Real Estate
5
+ 0.4%
$865.69 - $985.0 $4.33K - $4.93K
1.26K $1.18M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.42K
+ 23.77%
$68.06 - $76.27 $96.9K - $109K
7.42K $507K
BX
Blackstone Inc.

Financial Services
97
+ 3.4%
$148.45 - $199.05 $14.4K - $19.3K
2.95K $508K
HON
Honeywell International Inc

Industrials
96
+ 5.57%
$202.84 - $236.0 $19.5K - $22.7K
1.82K $411K
MS
Morgan Stanley

Financial Services
54
+ 2.63%
$104.42 - $134.99 $5.64K - $7.29K
2.11K $265K
Activity Summary
Buys All Purchases 125 New Holdings 17 Increased Positions 108 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 1 Puts 0
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